| Roles: | Fund Sales | Equity Sales | Trader | Market Maker | ||
|---|---|---|---|---|---|---|
| Fund orders | ||||||
 | New Fund Order |  | ||||
| Client Orders | ||||||
 | New Client Order | | | |||
 | Client Order List | | | | ||
| Client Order Details | | | | |||
 | Client Order Search | | | | ||
| Orders | ||||||
 | Create Order | | | |||
| Order List | | | ||||
| Order Details | | | ||||
| Order Search | | | ||||
| Trades / Executions List | ||||||
| Trade Reports | ||||||
| Create trade report | ||||||
 | Sent and received trade reports | |||||
| Allocations | ||||||
| Allocation List | | |||||
| Allocation Details | | |||||
| Allocation Search | | |||||
| Market Data | ||||||
 | Watch List | |||||
| Market Depth | ||||||
 | Trade Ticker | |||||
| Misc | ||||||
 | New Window |